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Research Report · 2026-06-30

Largest Registered Investment Advisers in Chicago

Chicago SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
374
Total AUM
$5.62T
Median AUM
$1.10B
Latest Filing
2026-06-30
← PreviousPage 4 of 4 · 374 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
301WAVVEST WEALTH LLCCHICAGO332096$268.5M42026-05-31→
302TRADELINK CAPITAL LLCCHICAGO161971$267.8M112026-03-31→
303GREENSTONE BELT WEALTH ADVISORS, LLCCHICAGO335862$260.1M52026-03-31→
304103 ADVISORY GROUP LLCCHICAGO314694$257.2M32026-01-31→
305FRONTAURA CAPITAL LLCCHICAGO162237$256.6M42026-03-31→
306WINONA CAPITAL MANAGEMENT, LLCCHICAGO162882$255.6M62026-06-30→
307GATE CITY CAPITAL MANAGEMENT, LLCCHICAGO289122$253.6M42026-03-31→
308IMPACT ENGINE MANAGEMENT, PBCCHICAGO304022$244.5M92026-05-31→
309LIZARD INVESTORS LLCCHICAGO147284$232.8M22026-03-31→
310ALERCE INVESTMENT MANAGEMENT, L.P.CHICAGO285746$226.9M42026-03-31→
311MENTOR CAPITAL MANAGEMENT INC.CHICAGO123176$226.4M42026-03-31→
312BANTAMAC CAPITAL, LLCCHICAGO307765$224.7M42026-03-31→
313ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLCCHICAGO326011$221.2M22026-06-30→
314RISING POINT CAPITAL MANAGEMENT, LLCCHICAGO341131$219.6M92026-06-30→
315CORE CAPITAL MANAGEMENT, LLCCHICAGO162814$216.2M62026-03-31→
316DV CAPITAL ADVISORS, LLCCHICAGO330325$203.4M112026-03-31→
317CHICAGO CAPITAL MANAGEMENT, LLCCHICAGO175453$202.8M42026-03-31→
318STRIDE INVESTMENTS, LLCCHICAGO167037$200.9M82026-03-31→
319CITY CAPITAL VENTURES, LLCCHICAGO314936$198.8M82026-03-31→
320ASTOR INVESTMENT MANAGEMENT LLCCHICAGO169679$198.4M62025-02-28→
321MWS CAPITAL CONSULTANTS LLCCHICAGO125061$193.7M32026-02-28→
322KINZIE CAPITAL PARTNERS LPCHICAGO305445$193.0M122026-03-31→
323GRIZZLYROCK CAPITAL, LLCCHICAGO226650$192.7M22026-03-31→
324SIGNET PRIVATE WEALTH, LLCCHICAGO290029$189.7M42026-06-30→
325FLOW STATE INVESTMENTS, LPCHICAGO318195$188.4M142024-12-31→
326FIRST ANALYSIS CAPITAL MANAGEMENT LLCCHICAGO161373$186.2M252026-05-31→
327EQUITY ARMOR INVESTMENTS, LLCCHICAGO156327$184.3M32026-03-31→
328GLL INVESTORS, LLCCHICAGO161830$184.1M32026-03-31→
329KUHN & COMPANY INVESTMENT COUNSEL, LLCCHICAGO306434$182.7M32026-04-30→
330HTAA, LLCCHICAGO171391$177.0M112026-03-31→
331EXPRESSIVE WEALTH LLCCHICAGO329974$165.2M102026-05-31→
332MARQUEE CAPITAL ADVISORS LLCCHICAGO336708$162.7M212026-04-30→
333HUNTINGTON MANAGEMENT, LLCCHICAGO157431$161.1M72024-12-31→
334STEWARD ADVISORS, LLCCHICAGO156331$160.7M42026-03-31→
335EDDIE PATEL, INCCHICAGO148411$160.7M12026-02-28→
336VALORAN CAPITAL MANAGEMENT, LLCCHICAGO313634$157.8M32026-06-30→
337WINCHESTER ASSET MANAGEMENT, LLCCHICAGO322300$154.0M22026-03-31→
338SHEFFIELD ASSET MANAGEMENT, L.L.C.CHICAGO137065$151.7M32026-03-31→
339CONVEXITAS, LLCCHICAGO315145$151.3M42026-03-31→
340LINCOLN CAPITAL ADVISERS LLCCHICAGO335085$150.0M72026-03-31→
341KRUSE ASSET MANAGEMENT, LLCCHICAGO143204$146.2M22026-03-31→
342TRUE PARTNER CAPITAL USA HOLDING, INC.CHICAGO283176$145.6M12026-03-31→
343FORTY4 ASSET MANAGEMENT LLCCHICAGO163518$141.9M142024-12-31→
344VERTIS WEALTH, LLCCHICAGO307270$140.7M172026-03-31→
345MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLCCHICAGO336266$140.2M502026-05-31→
346FORTIS PORTFOLIO SOLUTIONS, LLCCHICAGO314886$140.0M22026-03-31→
347TEZA CAPITAL MANAGEMENT LLCCHICAGO173124$139.5M902026-03-31→
348CENTERSTAR ASSET MANAGEMENT, LLCCHICAGO289928$138.6M82026-03-31→
349MARK BELL ADVISORY SERVICES, INC.CHICAGO107114$138.2M12026-03-31→
350ORBA WEALTH ADVISORS, LLCCHICAGO297351$136.9M162025-11-30→
351BLUE LINE CAPITAL, LLCCHICAGO304024$131.9M72026-06-30→
352VERSATILE CAPITAL MANAGEMENT L.L.C.CHICAGO173611$130.1M32026-03-31→
353K2 WEALTH MANAGEMENT LLCCHICAGO332264$120.0M42026-04-30→
354YUNISTONE INVESTMENT GROUP, LLCCHICAGO149728$119.5M12026-02-28→
355COPIA INVESTMENT MANAGEMENT, LLCCHICAGO327954$114.8M72026-03-31→
356ORCHARD CAPITAL MANAGEMENT, LLCCHICAGO269957$111.8M52026-03-31→
357MIDWAY CAPITAL RESEARCH & MANAGEMENT LLCCHICAGO147139$110.4M22026-06-30→
358CLOUD GATE CAPITAL, LLCCHICAGO165787$90.5M62024-12-31→
359FAIRWAY CAPITAL MANAGEMENT, LLCCHICAGO312918$85.2M52026-03-31→
360RAIL SPLITTER CAPITAL ADVISERS, LLCCHICAGO338780$61.0M32026-03-31→
361EASTSPRING INVESTMENTS INCORPORATEDCHICAGO169439$49.7M72026-03-31→
362QUINCY WELLS ADVISORS, LLCCHICAGO307477$45.1M222026-03-31→
363MITCHELL VAUGHT & TAYLOR INCCHICAGO106160$42.4M52025-03-31→
364RCP ADVISORS, LLCCHICAGO119813$21.0M02026-03-31→
365RIVERWALK CAPITAL PARTNERS, LLCCHICAGO328320$16.2M62026-04-30→
366KEELEY-TETON ADVISORS, LLCCHICAGO286297$12.6M52026-03-31→
367CASTLEARK ALTERNATIVES, LLCCHICAGO288893$8.2M52026-04-30→
368REDMONT WEALTH ADVISORS LLCCHICAGO310981$4.8M22026-05-31→
369AVENTINE CAPITAL MANAGEMENT LLCCHICAGO330233$4.1M22025-03-31→
370BUILD WHALE, INC.CHICAGO330063$2.5M72026-03-31→
371M1 ADVISORY SERVICES LLCCHICAGO249787$633,573142026-05-31→
372PATH DIGITAL ADVISORS, LLCCHICAGO312983$150,00042025-03-31→
373TENMA LIMITED I, LLCCHICAGO299563$109,34512025-03-31→
374ZACKS INTELLIGENCE LLCCHICAGO333798$2102026-05-31→

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Sleeve374 firms · 2026-06-30